BFA

Benedict Financial Advisors Portfolio holdings

AUM $474M
1-Year Est. Return 16.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.03M
3
+$463K
4
FANG icon
Diamondback Energy
FANG
+$458K
5
SBUX icon
Starbucks
SBUX
+$419K

Top Sells

1
+$1.42M
2
+$917K
3
+$807K
4
HRL icon
Hormel Foods
HRL
+$785K
5
MCD icon
McDonald's
MCD
+$436K

Sector Composition

1 Consumer Staples 18.83%
2 Technology 18.32%
3 Healthcare 16.2%
4 Financials 13.16%
5 Industrials 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,096
127
– –
-3,692
128
– –
-21,903
2 3 4 5
6